Filed October 7, 2011 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $176,462 |
MEKETA INVESTMENT GROUP8 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $55,766 |
Filed as: CBIZ C.P.A.S P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,305 |
Filed as: CUSTOMIZED HR SOLUTIONS Service code 16 · EIN 46-2183610 | Consulting | $6,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,494 | $59,312+62.7% | $149,740-35.6% | $103,657-6.9% |
| Participation rate | 94.5% | 70.3%+24.2pp | 78.8%+15.7pp | 73.4%+21.1pp |
| Annual return | 20.50% | 78.03%-57.5pp | 134.51%-114.0pp | 33.13%-12.6pp |
| Employer contribution / active EE | $2,719 | $2,187+24.4% | $4,821-43.6% | $3,216-15.4% |
| Participant deferral / active EE | $7,006 | $3,719+88.4% | $5,683+23.3% | $5,218+34.3% |
| Admin fee / account holder | $36 | $103-65.3% | $13,222-99.7% | $114-68.8% |